Where to download client enrollment forms and fax cover?

To download our new forms:

• login to the Firm LegalVault portal through the Site Manager
  
• click the "download forms" submenu under LegalVault
  

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• Scenario C: Client completes/submits Client Enrollment Form at final signing, law firm registers clients via Fax

  This method cannot be used to submit any non-healthcare related information to LegalVault. If you would like to add legal/financial documents, you would have to access the client’s LegalVault account after it has been created and submit them online. ...

• Scenario A: Client completes Client Enrollment Form at least 10 days prior to final signing

  We recommend providing the Client Enrollment Form to your clients early in the estate planning process. The benefit to following this routine is that you are able to provide the wallet cards to clients at final signing. Step 1 – Have client complete ...

• Scenario B: Client completes/submits Client Enrollment Form at final signing

  Step 1 – Have client complete the Client Enrollment Form You may obtain copies of the Client Enrollment Form by signing in to your Site Manager account by visiting legalvault.com and clicking on Partner Login on the top right of the screen. (If you ...

• Print Temporary Cards for a Client

  If a card is required right away and the queued card from LegalVault won't arrive on time you are able to print out a temporary wallet card on Avery Labels (#5361) with a color [printer right from your Firm's LegalVault Portal Login the LegalVault ...

• How to locate a client's username and password

  To find an client's username and password: login to Site Manager on the left side of the screen click "clients". There you will find a complete list of your enrolled client list. click the administration icon for that client on the bottom row of ...